Feat/change fiscal year (#300)
* feat: enhance journal entry handling with follow-up entries and related RPC * fix: improve validation for journal entry lines to ensure proper submission criteria * fix: enhance OAuth error handling and user feedback in Arcim migration process * fix: add OAuth error translation for user-friendly feedback in Fortnox integration * feat: add fiscal period editor and related API for entry count * feat: enforce calendar year for individual firms and improve fiscal period validation
This commit is contained in:
Mattsson
@@ -3,6 +3,7 @@
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import { CompanyDangerZone } from '@/components/settings/CompanyDangerZone'
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import { CompanyInfoForm } from '@/components/settings/CompanyInfoForm'
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import { CompanyMembersSection } from '@/components/settings/CompanyMembersSection'
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import { FiscalPeriodEditor } from '@/components/settings/FiscalPeriodEditor'
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import { LogoUpload } from '@/components/settings/LogoUpload'
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import { SettingsFormWrapper } from '@/components/settings/SettingsFormWrapper'
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import { SettingsLoadingSkeleton } from '@/components/settings/SettingsLoadingSkeleton'
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@@ -51,6 +52,8 @@ export default function CompanySettingsPage() {
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<CompanyMembersSection />
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</div>
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<FiscalPeriodEditor />
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<CompanyDangerZone />
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</div>
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)
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@@ -0,0 +1,73 @@
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import { describe, it, expect, vi, beforeEach } from 'vitest'
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vi.mock('@/lib/supabase/server', () => ({
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createClient: vi.fn(),
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}))
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vi.mock('@/lib/company/context', () => ({
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requireCompanyId: vi.fn().mockResolvedValue('company-1'),
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}))
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import { createClient } from '@/lib/supabase/server'
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import { createQueuedMockSupabase } from '@/tests/helpers'
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import { GET } from '../route'
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function mkReq() {
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return new Request('http://localhost/api/bookkeeping/fiscal-periods/period-1/entry-count')
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}
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function mkParams(id = 'period-1') {
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return { params: Promise.resolve({ id }) }
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}
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describe('GET /api/bookkeeping/fiscal-periods/[id]/entry-count', () => {
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beforeEach(() => {
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vi.clearAllMocks()
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})
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it('returns 401 when unauthenticated', async () => {
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const { supabase } = createQueuedMockSupabase()
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supabase.auth.getUser.mockResolvedValue({ data: { user: null } })
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vi.mocked(createClient).mockResolvedValue(supabase as never)
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const res = await GET(mkReq(), mkParams())
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expect(res.status).toBe(401)
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})
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it('returns 404 when period does not belong to company', async () => {
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const { supabase, enqueue } = createQueuedMockSupabase()
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supabase.auth.getUser.mockResolvedValue({ data: { user: { id: 'user-1' } } })
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enqueue({ data: null, error: null })
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vi.mocked(createClient).mockResolvedValue(supabase as never)
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const res = await GET(mkReq(), mkParams())
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expect(res.status).toBe(404)
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})
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it('returns posted count on happy path', async () => {
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const { supabase, enqueue } = createQueuedMockSupabase()
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supabase.auth.getUser.mockResolvedValue({ data: { user: { id: 'user-1' } } })
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// fiscal_periods lookup
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enqueue({ data: { id: 'period-1' }, error: null })
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// journal_entries count
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enqueue({ count: 3, error: null })
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vi.mocked(createClient).mockResolvedValue(supabase as never)
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const res = await GET(mkReq(), mkParams())
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expect(res.status).toBe(200)
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const body = await res.json()
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expect(body.data.posted_count).toBe(3)
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})
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it('returns 0 when no posted entries exist', async () => {
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const { supabase, enqueue } = createQueuedMockSupabase()
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supabase.auth.getUser.mockResolvedValue({ data: { user: { id: 'user-1' } } })
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enqueue({ data: { id: 'period-1' }, error: null })
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enqueue({ count: 0, error: null })
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vi.mocked(createClient).mockResolvedValue(supabase as never)
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const res = await GET(mkReq(), mkParams())
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expect(res.status).toBe(200)
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const body = await res.json()
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expect(body.data.posted_count).toBe(0)
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})
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})
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@@ -0,0 +1,42 @@
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import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { requireCompanyId } from '@/lib/company/context'
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export async function GET(
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_request: Request,
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{ params }: { params: Promise<{ id: string }> }
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) {
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const { id } = await params
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const supabase = await createClient()
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const companyId = await requireCompanyId(supabase, user.id)
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const { data: period, error: fetchError } = await supabase
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.from('fiscal_periods')
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.select('id')
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.eq('id', id)
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.eq('company_id', companyId)
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.maybeSingle()
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if (fetchError || !period) {
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return NextResponse.json({ error: 'Räkenskapsår hittades inte' }, { status: 404 })
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}
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const { count, error: countError } = await supabase
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.from('journal_entries')
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.select('id', { count: 'exact', head: true })
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.eq('company_id', companyId)
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.eq('fiscal_period_id', id)
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.in('status', ['posted', 'reversed'])
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if (countError) {
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return NextResponse.json({ error: countError.message }, { status: 500 })
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}
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return NextResponse.json({ data: { posted_count: count ?? 0 } })
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}
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@@ -1,7 +1,7 @@
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import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { validateBody } from '@/lib/api/validate'
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import { validatePeriodDuration } from '@/lib/bookkeeping/validate-period-duration'
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import { validatePeriodDuration, parseDateParts } from '@/lib/bookkeeping/validate-period-duration'
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import { requireCompanyId } from '@/lib/company/context'
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import { requireWritePermission } from '@/lib/auth/require-write'
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import { z } from 'zod'
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@@ -72,6 +72,24 @@ export async function PATCH(
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const newStart = body.period_start || period.period_start
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const newEnd = body.period_end || period.period_end
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// Enskild firma must use calendar year per BFL 3 kap.
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const { data: companyRow } = await supabase
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.from('companies')
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.select('entity_type')
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.eq('id', companyId)
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.single()
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if (companyRow?.entity_type === 'enskild_firma') {
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const s = parseDateParts(newStart)
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const e = parseDateParts(newEnd)
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if (s.month !== 1 || s.day !== 1 || e.month !== 12 || e.day !== 31) {
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return NextResponse.json(
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{ error: 'Enskild firma måste använda kalenderår (1 januari – 31 december) enligt BFL 3 kap.' },
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{ status: 400 }
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)
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}
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}
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// First period for this company may start on any day (BFL 3 kap.)
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const { count: earlierCount } = await supabase
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.from('fiscal_periods')
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@@ -14,6 +14,10 @@ import { Loader2, ArrowRight, ArrowLeft, Check, CalendarDays } from 'lucide-reac
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import { cn } from '@/lib/utils'
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import { useToast } from '@/components/ui/use-toast'
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import { monthsBetween, parseDateParts } from '@/lib/bookkeeping/validate-period-duration'
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import {
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DestructiveConfirmDialog,
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useDestructiveConfirm,
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} from '@/components/ui/destructive-confirm-dialog'
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import type { EntityType } from '@/types'
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const schema = z.object({
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@@ -149,6 +153,7 @@ export default function Step3TaxRegistration({
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}: Step3Props) {
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const isEF = entityType === 'enskild_firma'
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const { toast } = useToast()
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const { dialogProps, confirm } = useDestructiveConfirm()
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const {
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handleSubmit,
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@@ -215,7 +220,7 @@ export default function Step3TaxRegistration({
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return getABFirstYearEndDates(parsedStart.year, parsedStart.month, abEndMonth)
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}, [parsedStart, isEF, abEndMonth])
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const onSubmit = (data: FormData) => {
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const onSubmit = async (data: FormData) => {
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let fiscalYearStartMonth: number
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let firstStart: string | undefined
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let firstEnd: string | undefined
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@@ -235,6 +240,22 @@ export default function Step3TaxRegistration({
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fiscalYearStartMonth = endMonth === 12 ? 1 : endMonth + 1
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}
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// Warn on non-calendar fiscal year for AB (EF is always calendar year)
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if (!isEF && fiscalYearStartMonth !== 1) {
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const endMonth = fiscalYearStartMonth === 1 ? 12 : fiscalYearStartMonth - 1
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const endLabel = firstEnd
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? `${parseDateParts(firstEnd).day} ${monthNames[parseDateParts(firstEnd).month - 1].toLowerCase()} ${parseDateParts(firstEnd).year}`
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: monthNames[endMonth - 1].toLowerCase()
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const ok = await confirm({
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title: 'Är du säker på brutet räkenskapsår?',
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description: `Du har valt ett räkenskapsår som inte följer kalenderåret (slutar ${endLabel}). De flesta svenska företag använder kalenderår (1 januari – 31 december). Du kan ändra detta senare i inställningarna, men endast innan du har bokfört något.`,
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confirmLabel: 'Ja, fortsätt',
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cancelLabel: 'Ändra val',
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variant: 'warning',
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})
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if (!ok) return
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}
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const output: Step3Output = {
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f_skatt: data.f_skatt,
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fiscal_year_start_month: fiscalYearStartMonth,
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@@ -248,6 +269,7 @@ export default function Step3TaxRegistration({
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return (
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<div className="space-y-6">
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<DestructiveConfirmDialog {...dialogProps} />
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<Card>
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<CardHeader>
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<CardTitle>F-skatt och räkenskapsår</CardTitle>
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@@ -590,7 +612,7 @@ export default function Step3TaxRegistration({
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<p className="text-sm text-muted-foreground">
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{fiscalYearEndMonth === 12
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? `1 januari \u2013 31 december (kalenderår)`
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: `1 ${monthNames[fiscalYearEndMonth].toLowerCase()} \u2013 ${lastDayOfMonth(2025, fiscalYearEndMonth)} ${monthNames[fiscalYearEndMonth - 1].toLowerCase()}`}
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: `1 ${monthNames[fiscalYearEndMonth].toLowerCase()} \u2013 ${lastDayOfMonth(new Date().getFullYear(), fiscalYearEndMonth)} ${monthNames[fiscalYearEndMonth - 1].toLowerCase()}`}
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</p>
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<p className="text-xs text-muted-foreground">12 månader</p>
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</div>
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@@ -0,0 +1,331 @@
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'use client'
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import { useEffect, useMemo, useState } from 'react'
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import { useCompany } from '@/contexts/CompanyContext'
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import { Button } from '@/components/ui/button'
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import { Input } from '@/components/ui/input'
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import { Label } from '@/components/ui/label'
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import { useToast } from '@/components/ui/use-toast'
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import {
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DestructiveConfirmDialog,
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useDestructiveConfirm,
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} from '@/components/ui/destructive-confirm-dialog'
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import { Loader2, CalendarDays, Info, Lock } from 'lucide-react'
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import { monthsBetween, parseDateParts } from '@/lib/bookkeeping/validate-period-duration'
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import type { FiscalPeriod } from '@/types'
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function formatSwedishDate(dateStr: string): string {
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const months = [
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'januari', 'februari', 'mars', 'april', 'maj', 'juni',
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'juli', 'augusti', 'september', 'oktober', 'november', 'december',
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]
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const { year, month, day } = parseDateParts(dateStr)
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return `${day} ${months[month - 1]} ${year}`
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}
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function isCalendarYear(period: { period_start: string; period_end: string }): boolean {
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const s = parseDateParts(period.period_start)
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const e = parseDateParts(period.period_end)
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return s.month === 1 && s.day === 1 && e.month === 12 && e.day === 31
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}
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export function FiscalPeriodEditor() {
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const { company, role } = useCompany()
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const { toast } = useToast()
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const { dialogProps, confirm } = useDestructiveConfirm()
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const [period, setPeriod] = useState<FiscalPeriod | null>(null)
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const [postedCount, setPostedCount] = useState<number | null>(null)
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const [isLoading, setIsLoading] = useState(true)
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const [loadError, setLoadError] = useState<string | null>(null)
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const [startDate, setStartDate] = useState('')
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const [endDate, setEndDate] = useState('')
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const [isSaving, setIsSaving] = useState(false)
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const isEF = company?.entity_type === 'enskild_firma'
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const canEdit = role === 'owner' || role === 'admin'
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useEffect(() => {
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if (!company) return
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let cancelled = false
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async function load() {
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setIsLoading(true)
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setLoadError(null)
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try {
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const res = await fetch('/api/bookkeeping/fiscal-periods')
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if (!res.ok) throw new Error('Kunde inte hämta räkenskapsår')
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const { data } = (await res.json()) as { data: FiscalPeriod[] }
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if (!data || data.length === 0) {
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if (!cancelled) {
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setPeriod(null)
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setIsLoading(false)
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}
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return
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}
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const sorted = [...data].sort((a, b) => a.period_start.localeCompare(b.period_start))
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const first = sorted[0]
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const countRes = await fetch(`/api/bookkeeping/fiscal-periods/${first.id}/entry-count`)
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if (!countRes.ok) throw new Error('Kunde inte hämta verifikationsantal')
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const { data: countData } = (await countRes.json()) as { data: { posted_count: number } }
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if (cancelled) return
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setPeriod(first)
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setPostedCount(countData.posted_count)
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setStartDate(first.period_start)
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setEndDate(first.period_end)
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} catch (err) {
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if (!cancelled) {
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setLoadError(err instanceof Error ? err.message : 'Okänt fel')
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}
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} finally {
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if (!cancelled) setIsLoading(false)
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}
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}
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void load()
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return () => {
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cancelled = true
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}
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}, [company])
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const durationMonths = useMemo(() => {
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if (!startDate || !endDate || endDate <= startDate) return null
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return monthsBetween(startDate, endDate)
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}, [startDate, endDate])
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const efCalendarYearInvalid = useMemo(() => {
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if (!isEF || !startDate || !endDate) return false
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return !isCalendarYear({ period_start: startDate, period_end: endDate })
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}, [isEF, startDate, endDate])
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const exceedsMaxDuration = durationMonths !== null && durationMonths > 18
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const isBlocked =
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!!period && (period.locked_at || period.is_closed || (postedCount ?? 0) > 0)
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const isDirty =
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period !== null && (startDate !== period.period_start || endDate !== period.period_end)
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if (!company || !canEdit) return null
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async function handleSave() {
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if (!period || !company) return
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if (!isDirty) return
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const ok = await confirm({
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title: 'Ändra första räkenskapsåret?',
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description: `Detta ändrar ditt första räkenskapsår från ${formatSwedishDate(period.period_start)} – ${formatSwedishDate(period.period_end)} till ${formatSwedishDate(startDate)} – ${formatSwedishDate(endDate)}. Ändringen är bara tillåten eftersom inga verifikationer är bokförda ännu. Fortsätt?`,
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confirmLabel: 'Ja, ändra räkenskapsår',
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cancelLabel: 'Avbryt',
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variant: 'warning',
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})
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if (!ok) return
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setIsSaving(true)
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try {
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const newName = `Räkenskapsår ${parseDateParts(endDate).year}`
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const res = await fetch(`/api/bookkeeping/fiscal-periods/${period.id}`, {
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method: 'PATCH',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({
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period_start: startDate,
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period_end: endDate,
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name: newName,
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}),
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})
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const body = await res.json().catch(() => ({}))
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if (!res.ok) {
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throw new Error(body.error || 'Kunde inte ändra räkenskapsår')
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}
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setPeriod(body.data as FiscalPeriod)
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toast({
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title: 'Räkenskapsår uppdaterat',
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description: `${formatSwedishDate(body.data.period_start)} – ${formatSwedishDate(body.data.period_end)}`,
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})
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} catch (err) {
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toast({
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title: 'Kunde inte ändra räkenskapsår',
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description: err instanceof Error ? err.message : 'Försök igen.',
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variant: 'destructive',
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})
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} finally {
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setIsSaving(false)
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}
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}
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function handleReset() {
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if (!period) return
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setStartDate(period.period_start)
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setEndDate(period.period_end)
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}
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return (
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<>
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<section className="space-y-4 border-t border-border/8 pt-8">
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<div className="space-y-1">
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||||
<h2 className="text-sm font-medium uppercase tracking-wider text-muted-foreground">
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Första räkenskapsår
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</h2>
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<p className="text-sm text-muted-foreground">
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Om du valde fel räkenskapsår vid uppstart kan du justera det här — så länge du inte har bokfört någon verifikation ännu.
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</p>
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</div>
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||||
|
||||
{isLoading ? (
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||||
<div className="flex items-center gap-2 text-sm text-muted-foreground">
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||||
<Loader2 className="h-4 w-4 animate-spin" />
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||||
Hämtar räkenskapsår...
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||||
</div>
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||||
) : loadError ? (
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||||
<p className="text-sm text-destructive">{loadError}</p>
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||||
) : !period ? (
|
||||
<p className="text-sm text-muted-foreground">Inget räkenskapsår hittades.</p>
|
||||
) : isBlocked ? (
|
||||
<BlockedState
|
||||
period={period}
|
||||
postedCount={postedCount ?? 0}
|
||||
/>
|
||||
) : (
|
||||
<div className="space-y-4">
|
||||
<div className="rounded-lg border border-warning/20 bg-warning/5 p-3 text-sm flex gap-2">
|
||||
<Info className="h-4 w-4 text-warning flex-shrink-0 mt-0.5" />
|
||||
<div className="space-y-1">
|
||||
<p className="font-medium">Ändra med omsorg.</p>
|
||||
<p className="text-muted-foreground">
|
||||
Ändringen påverkar öppningsbalanser och rapporter.
|
||||
{isEF && ' Enskild firma måste använda kalenderår enligt BFL 3 kap.'}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="fp_start">Startdatum</Label>
|
||||
<Input
|
||||
id="fp_start"
|
||||
type="date"
|
||||
value={startDate}
|
||||
onChange={(e) => setStartDate(e.target.value)}
|
||||
/>
|
||||
<p className="text-xs text-muted-foreground">
|
||||
Första räkenskapsåret kan börja valfri dag.
|
||||
</p>
|
||||
</div>
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="fp_end">Slutdatum</Label>
|
||||
<Input
|
||||
id="fp_end"
|
||||
type="date"
|
||||
value={endDate}
|
||||
onChange={(e) => setEndDate(e.target.value)}
|
||||
/>
|
||||
<p className="text-xs text-muted-foreground">
|
||||
Måste vara sista dagen i en månad.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{startDate && endDate && endDate > startDate && (
|
||||
<div className="rounded-lg border border-primary/20 bg-primary/5 p-4 space-y-1">
|
||||
<div className="flex items-center gap-2 text-sm font-medium">
|
||||
<CalendarDays className="h-4 w-4 text-primary" />
|
||||
Föreslaget räkenskapsår
|
||||
</div>
|
||||
<p className="text-sm text-muted-foreground">
|
||||
{formatSwedishDate(startDate)} – {formatSwedishDate(endDate)}
|
||||
</p>
|
||||
{durationMonths !== null && (
|
||||
<p className={`text-xs ${exceedsMaxDuration ? 'text-destructive' : 'text-muted-foreground'}`}>
|
||||
{durationMonths} månader
|
||||
{exceedsMaxDuration && ' — över 18 månader är inte tillåtet (BFL 3 kap.)'}
|
||||
</p>
|
||||
)}
|
||||
{efCalendarYearInvalid && (
|
||||
<p className="text-xs text-destructive">
|
||||
Enskild firma måste använda kalenderår (1 januari – 31 december).
|
||||
</p>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<div className="flex justify-end gap-2">
|
||||
<Button
|
||||
type="button"
|
||||
variant="outline"
|
||||
onClick={handleReset}
|
||||
disabled={!isDirty || isSaving}
|
||||
>
|
||||
Återställ
|
||||
</Button>
|
||||
<Button
|
||||
type="button"
|
||||
onClick={handleSave}
|
||||
disabled={
|
||||
!isDirty ||
|
||||
isSaving ||
|
||||
!startDate ||
|
||||
!endDate ||
|
||||
endDate <= startDate ||
|
||||
exceedsMaxDuration ||
|
||||
efCalendarYearInvalid
|
||||
}
|
||||
>
|
||||
{isSaving ? (
|
||||
<>
|
||||
<Loader2 className="mr-2 h-4 w-4 animate-spin" />
|
||||
Sparar...
|
||||
</>
|
||||
) : (
|
||||
'Spara ändring'
|
||||
)}
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</section>
|
||||
<DestructiveConfirmDialog {...dialogProps} />
|
||||
</>
|
||||
)
|
||||
}
|
||||
|
||||
function BlockedState({
|
||||
period,
|
||||
postedCount,
|
||||
}: {
|
||||
period: FiscalPeriod
|
||||
postedCount: number
|
||||
}) {
|
||||
const reason = period.locked_at
|
||||
? 'Räkenskapsåret är låst.'
|
||||
: period.is_closed
|
||||
? 'Räkenskapsåret är stängt.'
|
||||
: `${postedCount} bokförd${postedCount === 1 ? '' : 'a'} verifikation${postedCount === 1 ? '' : 'er'} finns redan i perioden.`
|
||||
|
||||
return (
|
||||
<div className="rounded-lg border border-border/60 bg-muted/30 p-4 space-y-3">
|
||||
<div className="flex gap-2">
|
||||
<Lock className="h-4 w-4 text-muted-foreground flex-shrink-0 mt-0.5" />
|
||||
<div className="space-y-1">
|
||||
<p className="text-sm font-medium">Räkenskapsåret kan inte längre ändras</p>
|
||||
<p className="text-sm text-muted-foreground">{reason}</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="text-sm text-muted-foreground space-y-1">
|
||||
<p>
|
||||
Nuvarande period:{' '}
|
||||
<span className="font-medium text-foreground">
|
||||
{formatSwedishDate(period.period_start)} – {formatSwedishDate(period.period_end)}
|
||||
</span>
|
||||
{isCalendarYear(period) ? ' (kalenderår)' : ' (brutet räkenskapsår)'}
|
||||
</p>
|
||||
<p>
|
||||
Om du måste börja om kan du radera företaget längst ner på sidan och skapa ett nytt.
|
||||
Bokföringsdata behålls i 7 år enligt BFL 7 kap. 2§.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
)
|
||||
}
|
||||
Reference in New Issue
Block a user